-11.0%
ACN vs VLTO
+56.3%
-67.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +1.6% | +1.6% | -0.1% | +0.7% |
| 30D | +24.6% | +22.0% | +2.7% | +12.8% |
| 3M | +46.2% | +21.9% | +24.3% | +32.4% |
| 6M | +46.2% | +36.5% | +9.7% | +26.3% |
| YTD | -0.9% | +19.0% | -19.9% | -9.4% |
| 1Y | +8.8% | +21.0% | -12.2% | -1.2% |
| 3Y | -14.3% | +69.9% | -84.1% | -26.3% |
| All | -11.0% | +56.3% | -67.4% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling